SBA Operations Assistant

Cathay Bank•El Monte, CA

About The Position

The SBA Operations Assistant supports the SBA team with the department’s daily operations, focusing on underwriting and operational processing. This entry-level role provides administrative and operational support for timely loan processing, portfolio management, and servicing. The position works with the Loan Underwriting Team and Loan Portfolio Team and coordinates with internal departments, customers, and third-party vendors to collect required documentation. Other duties and special assignments may be assigned from time to time.

Requirements

Strong organizational skills and attention to detail.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Proficiency in Microsoft Office, including Excel, Word, and Outlook.
Strong communication and follow-up skills.
Willingness to learn SBA guidelines and internal loan procedures.

Nice To Haves

Bachelor’s degree in Business, Finance, Accounting, or a related field, or equivalent work experience.
Basic understanding of banking or commercial lending processes.

Responsibilities

Assist underwriting and operations teams with daily loan processing activities.
Follow up on insurance requirements and maintain tracking logs.
Monitor loan conditions, ticklers, and document expiration items.
Perform due diligence, including pulling credit reports; ordering and tracking appraisal and environmental reports; conducting SBA-related searches such as CAIVRS, Nexus/LexisNexis, and D&B; and obtaining preliminary title reports and related documentation.
Coordinate with internal departments, customers, and third-party vendors to collect required documents.
Maintain accurate records of reports and searches ordered.
Work closely with the Loan Underwriting Team and Loan Portfolio Team.
Perform other duties and special assignments as assigned.